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Research Department
  • Research Department

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en l...

Research Department
  • Research Department

IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with ...

Luis Arredondo
  • Luis Arredondo

ACS: RDOS. 4T’25 HOCHTIEF MEJORES A NIVEL OPERATIVO. GUIDANCE 2026 LIG...

Hochtief (~80% ACS) acaba de publicar unos Rdos.4T’25 ligeramente por debajo en ventas

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Orange, VodafoneZiggo, Virgin Media O2, Te...

Orange reports solid FY25 results / Liberty Global announced the intention to list VodafoneZiggo in 2027 / Liberty Global, Telefonica and InfraVie to acquire Substantial Group / Equinix upgrade by Moody's to Baa1 / Covivio FY25 results: portfolio rotation continues to deliver

Research Department
  • Research Department

INFORME DIARIO 19 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, INDRA, FERROVIAL, REPSOL, SANTANDER EUROPA: AIRBUS, PERNOD RICARD Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex sigue liderando en Europa Nueva jornada al alza de las bolsas en Europa, con los resultados empresariales ejerciendo...

Research Department
  • Research Department

IBERIAN DAILY 19 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: AENA, FERROVIAL, INDRA, REPSOL, SANTANDER. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. IBEX continues to lead Europe It was another bullish session on European stock markets, with business results acting as a driver and with the IBEX once again approaching record highs. In the STOXX 600, almost all th...

 PRESS RELEASE

Press release: Filing of the 2025 U.S. Form 20-F and French “Document ...

Press release: Filing of the 2025 U.S. Form 20-F and French “Document d’Enregistrement Universel” containing the Annual Financial Report Filing of the 2025 U.S. Form 20-F and French “Document d’Enregistrement Universel” containing the Annual Financial Report Paris, February 17, 2026. Sanofi announces today the filing of its Form 20-F with the U.S. Securities and Exchange Commission (SEC) and its “Document d’Enregistrement Universel” containing its Annual Financial Report with the French market regulator Autorité des marchés financiers (AMF). These documents are available on the company’s ...

 PRESS RELEASE

Communiqué de presse : Dépôt du Document d’Enregistrement Universel 20...

Communiqué de presse : Dépôt du Document d’Enregistrement Universel 2025, contenant le Rapport Financier Annuel, et du « Form 20-F » américain Dépôt du Document d’Enregistrement Universel 2025, contenant le Rapport Financier Annuel, et du « Form 20-F » américain Paris, le 17 février 2026. Sanofi annonce avoir déposé son Document d’Enregistrement Universel 2025 contenant le Rapport Financier Annuel auprès de l’Autorité des marchés financiers (AMF) en France et son « Form 20-F » auprès de la « Securities and Exchange Commission » (SEC) aux Etats-Unis. Le rapport du Conseil d’administration ...

 PRESS RELEASE

Press Release: Sanofi and Teva’s duvakitug phase 2b maintenance data d...

Press Release: Sanofi and Teva’s duvakitug phase 2b maintenance data demonstrated clinically meaningful durable efficacy in ulcerative colitis and Crohn’s disease Sanofi and Teva’s duvakitug phase 2b maintenance data demonstrated clinically meaningful durable efficacy in ulcerative colitis and Crohn’s disease In the RELIEVE UCCD LTE phase 2b study, duvakitug showed robust, durable efficacy for an additional 44 weeks in UC and CD patients who had responded after 14 weeks of induction Duvakitug was well tolerated and safety was consistent with the induction studyFindings reinforce the potent...

 PRESS RELEASE

Communiqué de presse : Les données de phase IIb de l’étude d’entretien...

Communiqué de presse : Les données de phase IIb de l’étude d’entretien sur le duvakitug de Sanofi et Teva ont démontré une efficacité durable cliniquement significative dans la colite ulcéreuse et la maladie de Crohn Les données de phase IIb de l’étude d’entretien sur le duvakitug de Sanofi et Teva ont démontré une efficacité durable cliniquement significative dans la colite ulcéreuse et la maladie de Crohn Dans l’étude de phase IIb RELIEVE UCCD LTE, le duvakitug a montré une efficacité robuste et durable pendant 44 semaines supplémentaires chez les patients atteints de CU et de MC qui ava...

Research Department
  • Research Department

IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACS, GREENING, INDRA, REPSOL. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Doubts continue European stock markets saw a mixed performance, with core markets faring better vs. the weakness of the peripheral segment where the Ibex questioned again the 17,700 support level. In the STOXX 600, the best-perf...

Research Department
  • Research Department

INFORME DIARIO 16 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GREENING, INDRA, REPSOL. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Un mercado con muchas dudas Disparidad en las bolsas europeas, con un desempeño más sólido de los mercados core frente a la debilidad de la periferia, donde el Ibex...

 PRESS RELEASE

Communiqué de presse : L’étude sur Beyfortus publiée dans la revue The...

Communiqué de presse : L’étude sur Beyfortus publiée dans la revue The Lancet Infectious Diseases montre ses bénéfices chez les nourrissons au-delà de la première saison du VRS L’étude sur Beyfortus publiée dans la revue The Lancet Infectious Diseases montre ses bénéfices chez les nourrissons au-delà de la première saison du VRS La première étude montre que les nourrissons vaccinés contre le VRS pendant leur première saison avaient moins d’hospitalisations pour le VRS pendant leur deuxième saison L’étude a également montré une réduction de 85,9 % des hospitalisations pour infection des voi...

 PRESS RELEASE

Press Release: Beyfortus study published in The Lancet Infectious Dise...

Press Release: Beyfortus study published in The Lancet Infectious Diseases shows benefit for infants beyond first RSV season Beyfortus study published in The Lancet Infectious Diseases shows benefit for infants beyond first RSV season First study showing that infants immunized against RSV in their first season had fewer RSV hospitalizations in their second season The study also showed a reduction of 85.9% in RSV-related lower respiratory tract infection hospitalizations in the first season Data published in The Lancet Infectious Diseases and to be presented at RSVVW ’26 conference in Rom...

Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Anthony Dick ... (+2)
  • Anthony Dick
  • Michael Foundoukidis
Research Department
  • Research Department

INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...

Research Department
  • Research Department

IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: REPSOL, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...

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